Principal Financial Group’s Financial Institutions FISI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-10,180
Closed -$277K 2246
2019
Q1
$277K Sell
10,180
-46
-0.4% -$1.29K ﹤0.01% 2057
2018
Q4
$263K Buy
+10,226
New +$290K ﹤0.01% 2059

Other funds holding FISI

Principal Financial Group's FISI Position: Q2 2019 in Review

Principal Financial Group sold out of Financial Institutions (FISI) in Q2 2019, closing a stake of 10,180 shares — an estimated $277K sold.

Principal Financial Group first reported a position in FISI in Q4 2018 and held it in 2 quarters. The position peaked at $277K in Q1 2019. 125 funds tracked by Wall St. Rank hold FISI as of Q2 2019.

  • Principal Financial Group reported no remaining Financial Institutions position as of Q2 2019 after selling out during the quarter.
  • Principal Financial Group sold 10,180 Financial Institutions shares in Q2 2019, an estimated $277K.
  • Principal Financial Group first reported a position in Financial Institutions in Q4 2018 and held it in 2 quarters.
  • Principal Financial Group's Financial Institutions position peaked at $277K in Q1 2019.
  • 125 funds tracked by Wall St. Rank held Financial Institutions as of Q2 2019.

Based on Principal Financial Group's 13F filing for Q2 2019, filed 12 Aug 2019.